IFP Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

IFP Advisors’s Portfolio CGBL Stock Details CGBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.2M	Buy	347,015 +18,166	+6%	+$671K	0.24%	86
2026 Q1	$11.3M	Buy	328,849 +11,626	+4%	+$416K	0.23%	92
2025 Q4	$11.2M	Buy	317,223 +18,723	+6%	+$655K	0.25%	78
2025 Q3	$10.4M	Buy	298,500 +88,029	+42%	+$3M	0.27%	70
2025 Q2	$7.04M	Buy	210,471 +29,762	+16%	+$939K	0.2%	102
2025 Q1	$5.6M	Buy	180,709 +180,348	+49,958%	+$5.72M	0.17%	122
2024 Q4	$11.3K	Sell	361 -732	-67%	-$23.1K	﹤0.01%	2486
2024 Q3	$33.9K	Hold	1,093	–	–	﹤0.01%	1897
2024 Q2	$32.5K	Buy	+1,093	New	+$31.7K	﹤0.01%	1856

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFP Advisors's CGBL Position: Q2 2026 in Review

IFP Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 5.5% in Q2 2026, buying an estimated $671K and bringing the position to 347,015 shares worth $13.2M. The position accounts for 0.24% of the portfolio, ranked #86.

IFP Advisors first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

IFP Advisors held 347,015 shares of Capital Group Core Balanced ETF worth $13.2M as of Q2 2026.
IFP Advisors bought 18,166 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $671K.
Capital Group Core Balanced ETF made up 0.24% of IFP Advisors's portfolio in Q2 2026, its #86 holding.
IFP Advisors first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.